RAFFA WEALTH MANAGEMENT, LLC’s Independent Bank INDB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio INDB Stock Details INDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$84	Hold	1	–	–	﹤0.01%	1424
2026 Q1	$75	Buy	+1	New	+$78	﹤0.01%	1336
2017 Q1	–	Sell	-17	Closed	-$1.2K	–	603
2016 Q4	$1.2K	Hold	17	–	–	﹤0.01%	385
2016 Q3	$920	Hold	17	–	–	﹤0.01%	443
2016 Q2	$777	Sell	17 -4	-19%	-$187	﹤0.01%	478
2016 Q1	$965	Hold	21	–	–	﹤0.01%	404
2015 Q4	$977	Hold	21	–	–	﹤0.01%	396
2015 Q3	$968	Hold	21	–	–	﹤0.01%	393
2015 Q2	$985	Hold	21	–	–	﹤0.01%	400
2015 Q1	$921	Hold	21	–	–	﹤0.01%	410
2014 Q4	$899	Hold	21	–	–	﹤0.01%	387
2014 Q3	$750	Buy	+21	New	+$774	﹤0.01%	422
2014 Q1	–	Sell	-21	Closed	-$899	–	485
2013 Q4	$899	Buy	+21	New	+$771	﹤0.01%	387

Other funds holding INDB

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's INDB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Independent Bank (INDB) position steady in Q2 2026 at 1 share worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in INDB in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.2K in Q4 2016. 85 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of Independent Bank worth $84 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Independent Bank share count unchanged in Q2 2026.
Independent Bank made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1424 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Independent Bank in Q4 2013 and has held it in 13 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Independent Bank position peaked at $1.2K in Q4 2016.
85 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.